See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,737 | $81,208+67.1% | $98,907+37.2% | $79,858+70.0% |
| Participation rate | 47.1% | 72.5%-25.4pp | 76.0%-29.0pp | 69.6%-22.6pp |
| Annual return | -3.76% | 60.99%-64.8pp | 196.43%-200.2pp | 31.71%-35.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,993 | $3,265+22.3% | $4,244-5.9% | $3,740+6.8% |
| Admin fee / account holder | $11,045 | $6,013+83.7% | $6,642+66.3% | $5,306+108.1% |